Krissy Coco Email
Director, Planning and Advice @ Envision Financial, a division of First West Credit Union
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Krissy Coco Location
- Abbotsford, BC, CA
Krissy Coco Work
- 2024 - now Director, Planning and Advice @
- 2024 - 2024 Senior Manager, Private Wealth @
- 2022 - 2024 Manager, Advisory Services- Associates @
- 2017 - 2024 Fitness Coach and Consultant @ Five Arrows Fitness
- 2021 - 2022 Wealth Planning Specialist @
- 2020 - 2021 Senior Financial Advisor @
- 2019 - 2020 Senior Financial Advisor @
- 2019 - 2019 Financial Advisor @
- 2018 - 2018 Sales and Account Manager @
- 2014 - 2017 Manager @
- 2013 - 2014 Performance Coach @
- 2011 - 2013 Business Development and Compliance Administration @
- 2009 - 2011 Area Manager @
- 2007 - 2009 Producing Sales Coach @
- 2006 - 2007 Personal Banking Representative @
Krissy Coco Education
- FP Canada
Certified Financial Planner (Financial Planning and Services)
2019 - 2022 - Canadian Securities Institute
Personal Financial Planner (Financial Planning and Services)
2022 - 2022 - Canadian Institute of Financial Planning
RRC (Retirement Planning and Advice)
2019 - 2019 - American Council on Exercise
Certified Personal Trainer (Personal Training)
2016 - 2018 - Canadian Securities Institute
CSC (Investments and Securities)
Krissy Coco Summary
- Krissy Coco, based in Abbotsford, BC, CA, is currently a Director, Planning and Advice at Envision Financial, a division of First West Credit Union. Krissy Coco brings experience from previous roles at Nicola Wealth, Five Arrows Fitness and Envision Financial, a division of First West Credit Union. Krissy Coco holds a 2019 - 2022 Certified Financial Planner in Financial Planning and Services @ FP Canada. Krissy Coco has 1 emails on RocketReach.
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